F/M Investments’s Enterprise Financial Services Corp EFSC Stock Holding History

F/M Investments’s Portfolio EFSC Stock Details EFSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-86,597	Closed	-$4.68M	–	364
2025 Q4	$4.68M	Sell	86,597 -2,376	-3%	-$130K	0.18%	144
2025 Q3	$5.16M	Buy	88,973 +15,362	+21%	+$893K	0.2%	117
2025 Q2	$4.06M	Buy	73,611 +359	+0.5%	+$18.7K	0.15%	147
2025 Q1	$3.94M	Buy	73,252 +276	+0.4%	+$15.9K	0.16%	147
2024 Q4	$4.12M	Sell	72,976 -146,002	-67%	-$8.17M	0.15%	142
2024 Q3	$11.2M	Buy	218,978 +1,835	+0.8%	+$90.2K	0.35%	92
2024 Q2	$8.88M	Buy	+217,143	New	+$8.44M	0.32%	105

Other funds holding EFSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

F/M Investments's EFSC Position: Q1 2026 in Review

F/M Investments sold out of Enterprise Financial Services Corp (EFSC) in Q1 2026, closing a stake of 86,597 shares — an estimated $4.68M sold.

F/M Investments first reported a position in EFSC in Q2 2024 and held it in 7 quarters. The position peaked at $11.2M in Q3 2024. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

F/M Investments reported no remaining Enterprise Financial Services Corp position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 86,597 Enterprise Financial Services Corp shares in Q1 2026, an estimated $4.68M.
F/M Investments first reported a position in Enterprise Financial Services Corp in Q2 2024 and held it in 7 quarters.
F/M Investments's Enterprise Financial Services Corp position peaked at $11.2M in Q3 2024.
262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.